You may activate or deactivate statuses at anytime. You also create new statuses whenever you would like.
To manage statuses:
- Log in to VolunteerMatters as an administrator
- Navigate to Setup > Contact Statuses
- Click the edit icon next to the "Status" (that is the default name - this may have been modified)
To create a new status:
- Click "new"
- Fill in the name, description, display order, check the active box to make the status available for use
- Click "Add"
To edit a current status:
- Click the "edit" icon next to the status in the list you wish to edit.
- Fill in the name, description, display order, check the active box to make the status available for use
- Click "Update"
Note that a status will only be visible and usable throughout the system if the "Active" check box is checked. You can deactivate a status by following the instructions above and unchecking the "Active" checkbox before saving it.
Comments